Project Partnership Agreement (PPA) Samples

A Project Partnership Agreement (PPA) is an agreement between a contracted professional and a client that clearly outlines the expectations of both parties in regard to a project. The purpose is to encourage a sense of combined ownership and responsibility for the success of the project—to build a sense of team and encourage mutual cooperation and support. Managing expectations is one of the most important and challenging aspects of client relationship building and the PPA is just part of a well-rounded process for doing this effectively.

We usually recommend using these types of agreements when embarking upon a project that depends upon the cooperation and collaboration of both parties to ensure success. It is also a wonderful way to build trust through improved communication and efficient management of expectations.

Think about ways to share the responsibility for success with your clients. What do you need from your client to be successful in this endeavor? What do they need from you? What would constitute a positive outcome and how can you work together to meet the project goals?

Galliard members can download a sample Project Partnership Agreement, along with a PPA fill-in-the-blank form, below.

This information is for members of the Galliard Family Business Advisor Institute – please sign in: